Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMAIX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS R5) | 4.25% | 12.31% | 9.32% | 2.02% | 4.01% | 4.30% | 4.13% | … | … |
Data as of 06/05/2026, Common starting date is 05/17/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMAIX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS R5) | 05/17/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 12.31 | 9.32 | 2.02 | 4.01 | 4.30 | 4.13 | … | … | 4.25 | 11.53 | 6.35 | 10.16 | -18.45 | 4.38 | 4.67 | 14.67 | -4.18 | 8.16 | 7.04 | -2.91 | 5.42 | 5.93 | 11.56 | 4.04 | 9.57 | 17.48 | -20.88 | 6.51 | 8.41 | 6.24 |
| Sharpe Ratio | NA | 1.78 | 0.97 | -0.02 | 0.32 | NA | NA | … | … | 1.44 | 1.14 | 0.43 | 0.98 | -1.79 | 0.67 | 0.28 | 3.33 | -1.17 | 3.34 | 1.39 | -0.57 | 1.43 | 1.20 | 2.57 | 0.56 | 1.46 | 2.04 | -1.69 | 0.53 | 0.99 | 1.92 |
| Standard Deviation(%) | NA | 6.69 | 7.12 | 7.96 | 8.00 | NA | NA | … | … | 8.21 | 7.62 | 6.28 | 6.67 | 11.12 | 6.53 | 15.73 | 3.97 | 4.78 | 2.25 | 4.90 | 5.19 | 3.77 | 4.93 | 4.52 | 7.13 | 6.47 | 8.52 | 12.85 | 6.36 | 5.09 | 3.97 |
| Draw Down(%) | NA | 5.45 | 7.59 | 24.37 | 24.37 | NA | NA | … | … | 5.45 | 7.22 | 3.50 | 7.32 | 21.14 | 5.14 | 20.90 | 1.71 | 7.69 | 1.05 | 3.63 | 7.53 | 3.51 | 6.20 | 3.48 | 5.76 | 5.39 | 10.12 | 26.44 | 4.57 | 4.88 | 2.37 |
| Yield(%) | 0.00 | 2.54 | 2.75 | 2.11 | 3.19 | 3.36 | 3.50 | … | … | 0.00 | 3.39 | 2.84 | 2.20 | 1.91 | 2.27 | 2.60 | 7.20 | 4.01 | 3.60 | 2.90 | 2.92 | 2.97 | 2.17 | 4.00 | 3.76 | 3.20 | 5.61 | 4.76 | 5.02 | 3.66 | 1.39 |
Data as of 06/05/2026, Common starting date is 05/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMAIX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS R5) |
-5.80%
Feb 2006 – Feb 2009 |
-0.56%
Sep 2017 – Sep 2022 |
1.51%
Oct 2013 – Oct 2023 |
2.35%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMAIX (INVESCO CONSERVATIVE ALLOCATION FUND CLASS R5) |
14.87%
Feb 2009 – Feb 2012 |
11.56%
Feb 2009 – Feb 2014 |
7.34%
Feb 2009 – Feb 2019 |
5.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart